Christopher Jackson

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: email months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 14. ROI expectations: digital transformation. Competitive considerations: real-time reporting. Next steps include real-time reporting. Follow-up actions: 141. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: enhanced security measures.